How have OPTZ shares performed in 2024?

Optimize Strategy Index ETF's stock was trading at $25.43 on January 1st, 2024. Since then, OPTZ stock has increased by 4.9% and is now trading at $26.6780. View the best growth stocks for 2024 here .

What does OPTZ invest in?

Optimize Strategy Index ETF is a equity fund issued by Optimize Financial. OPTZ focuses on strategy investments and follows the Optimize Strategy Index. The fund's investments total to approximately $107.47 million assets under management.

What is the management fee for Optimize Strategy Index ETF?

Optimize Strategy Index ETF's management fee is 0.50% and has no other recorded expenses or fee waivers. The net expense ratio for OPTZ is 0.50%.

How do I buy shares of Optimize Strategy Index ETF?

Shares of OPTZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

NASDAQ:OPTZ

Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News

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$26.68

-0.01 (-0.04%)

(As of 05/28/2024 ET)

Compare

Today's Range: $26.65
▼
$26.82
50-Day Range: N/A
52-Week Range: $25.05
▼
$26.85

Volume: 68,861 shs
Average Volume: 195,782 shs
Market Capitalization: $1.07 million

Assets Under Management: $107.47 million
Dividend Yield: N/A
Net Expense Ratio: 0.50%

Stock Analysis Chart Holdings Trends

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About Optimize Strategy Index ETF

The Optimize Strategy Index ETF (OPTZ) is an exchange-traded fund that is based on the Optimize Strategy index. The fund aims to track an index of broad market US equities, choosing large- and small-cap firms perceived to have strong quality and momentum characteristics. Weighting is tiered, using a modified market-cap method OPTZ was launched on Apr 23, 2024 and is issued by Optimize.

OPTZ Stock Price History

30 days | 90 days | 365 days | Advanced Chart

OPTZ ETF News Headlines

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Fund Details

Issuer: Optimize Financial
Fund Name: Optimize Strategy Index ETF
Tax Classification: Regulated Investment Company
Stock Exchange: NASDAQ
Current Symbol: NASDAQ:OPTZ
Inception Date: 4/23/2024
Fund Manager: Casey Witters
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: Optimize Strategy Index
Category: Broad Equity
Focus: Strategy
Development Level: Developed Markets
Region: North America
Number of Holdings: 284

Fund Statistics

Assets Under Management: $107.47 million
Average Daily Volume: $0.00
Discount/Premium: 0.00%

Administrator, Advisor and Custodian

Administrator: U.S. Bancorp Fund Services, LLC
Advisor: Sound Capital Solutions LLC
Custodian: U.S. Bank, N.A.
Distributor: Quasar Distributors, LLC
Transfer Agent: U.S. Bancorp Fund Services, LLC
Trustee: N/A
Lead Market Maker: Wolverine Trading

Miscellaneous

Outstanding Shares: 40,000
Beta: 0.99
Creation Fee: $500.00

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Optimize Strategy Index ETF Expenses

Type	OPTZ	Strategy ETFs	Equity ETFs	NASDAQ ETFs	All ETFs
Management Fee	0.50%	0.46%	0.54%	0.48%	0.51%
Other Expenses	0.00%	0.42%	0.54%	0.34%	0.58%
Total Expense	0.50%	0.61%	0.70%	0.58%	0.70%
Fee Waiver	0.00%	-0.44%	-0.55%	-0.22%	-0.56%
Net Expense	0.50%	0.51%	0.60%	0.54%	0.58%

Optimize Strategy Index ETF (OPTZ) Exposure

OPTZ Sector Exposure

OPTZ Industry Exposure

Full Holdings Details

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OPTZ ETF - Frequently Asked Questions

How have OPTZ shares performed in 2024?: Optimize Strategy Index ETF's stock was trading at $25.43 on January 1st, 2024. Since then, OPTZ stock has increased by 4.9% and is now trading at $26.6780.
View the best growth stocks for 2024 here.
What does OPTZ invest in?: Optimize Strategy Index ETF is a equity fund issued by Optimize Financial. OPTZ focuses on strategy investments and follows the Optimize Strategy Index. The fund's investments total to approximately $107.47 million assets under management.
What is the management fee for Optimize Strategy Index ETF?: Optimize Strategy Index ETF's management fee is 0.50% and has no other recorded expenses or fee waivers. The net expense ratio for OPTZ is 0.50%.
How do I buy shares of Optimize Strategy Index ETF?: Shares of OPTZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NASDAQ:OPTZ) was last updated on 5/29/2024 by MarketBeat.com Staff

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